See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,439 | $198,466-53.9% | $170,442-46.4% | $147,584-38.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.62% | 257.29%-246.7pp | 205.93%-195.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $26,087 | $6,184+321.9% | $5,433+380.2% | $4,876+435.0% |
| Participant deferral / active EE | $10,875 | $5,629+93.2% | $4,939+120.2% | $5,439+100.0% |
| Admin fee / account holder | $349 | $16,852-97.9% | $13,880-97.5% | $10,885-96.8% |